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Financial Documentation: Create winning finance documents

When? Thursday 28th May 2020 09:30 - 11:00

Where? webinar

Financial Documentation: Create winning finance documents

This detailed webinar will provide guidance on the types of documents investors or lenders will expect to receive from you. The speakers from Grant Thornton will provide examples and help to make sure you prepare the right information in the best way possible. Preparing projections can often be challenging, and even more so if your business has been affected by COVID 19. The webinar will cover the basics of producing an integrated forecast Profit & Loss, Cash Flow and Balance sheet model.

  • Detailed webinar on the type of documentation an investor or lender will expect to see as a minimum when approaching them to raise equity of debt finance
  • This includes:
    • How to prepare an executive summary
    • How to prepare an investment memorandum
    • Financial Information preparation: financial projections, balance sheet and cash flow statement

Book: here

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Halifax & District Chamber of Commerce Huddersfield & District Chamber of Commerce Wakefield & District Chamber of Commerce